Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Paul Melonson is a registered investment advisor representative with Oppenheimer & Co. Inc. Gary has been in the industry since 1998 and is registered to provide investment advice in Washington and Texas. Gary's previous employer was Citigroup Global Markets Inc. Gary holds the Series 7, Series 63, Series 65 and SIE licenses. Gary specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, pension consulting and the selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
03/20/2009 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
WA
08/10/1998 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Melonson is the right advisor for you? Invested Better is here to help.
